See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,938 | $100,773-96.1% | $88,946-95.6% | $142,382-97.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 15.59% | 70.18%-54.6pp | 57.82%-42.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $915 | $2,918-68.6% | $2,555-64.2% | $4,299-78.7% |
| Participant deferral / active EE | $1,773 | $5,230-66.1% | $4,581-61.3% | $6,507-72.8% |
| Admin fee / account holder | $1,591 | $9,693-83.6% | $8,261-80.7% | $12,624-87.4% |